ILCB — ISHARES TR

Ownership history in Wealth Forward, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in ISHARES TR (ILCB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.24% (2025 Q4)
Avg. % of fund
5.23%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,264 +1,156 +1.2% 5.24% $9.3M $94.16
2025 Q3 INITIATED 97,108 — — 5.21% $9.0M $91.91
% of Fund (quarterly)    ILCB price (monthly, adj. close)

Other funds also holding ILCB

As of 2025 Q4 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 1.75% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1.1% Brand Asset Management Group, Inc. 3Y 7Y 1.05% Dentgroup LLC 3Y 0.92% Portland Financial Advisors Inc 0.8% Commonwealth Financial Services, LLC 3Y 7Y 0.67% New Century Financial Group, LLC 0.44% Bawa N Mallick Trust 0.44% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.37% Brightwater Advisory LLC 0.37%
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